Winch Advisory Services’s The Mosaic Company MOS Stock Holding History

Winch Advisory Services’s Portfolio MOS Stock Details MOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-14,910	Closed	-$407K	–	457
2019 Q1	$407K	Buy	14,910 +1,299	+10%	+$39.6K	0.23%	52
2018 Q4	$398K	Sell	13,611 -3,269	-19%	-$108K	0.22%	50
2018 Q3	$548K	Buy	16,880 +165	+1%	+$4.97K	0.28%	52
2018 Q2	$469K	Buy	16,715 +6,153	+58%	+$167K	0.25%	55
2018 Q1	$256K	Buy	+10,562	New	+$278K	0.15%	73

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Winch Advisory Services's MOS Position: Q2 2019 in Review

Winch Advisory Services sold out of The Mosaic Company (MOS) in Q2 2019, closing a stake of 14,910 shares — an estimated $407K sold.

Winch Advisory Services first reported a position in MOS in Q1 2018 and held it in 5 quarters. The position peaked at $548K in Q3 2018. 503 funds tracked by Wall St. Rank hold MOS as of Q2 2019.

Winch Advisory Services reported no remaining The Mosaic Company position as of Q2 2019 after selling out during the quarter.
Winch Advisory Services sold 14,910 The Mosaic Company shares in Q2 2019, an estimated $407K.
Winch Advisory Services first reported a position in The Mosaic Company in Q1 2018 and held it in 5 quarters.
Winch Advisory Services's The Mosaic Company position peaked at $548K in Q3 2018.
503 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2019.

Based on Winch Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.